Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Intergenerational Planning


  • Certified Financial Planner (CFP®)


  • Christian Brothers University 2008
  • University of Memphis 1997

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2021
  • Five Star Wealth Manager, 2012, 2013, 2015, 2016, 2020
  • Ameriprise Ultimate Digital Excellence Award, 2022

Professional associations

  • Financial Planning Association

Community participation

  • Sponsor of the South Carolina Holland Lifetime Learning Series to explore issues in conservation, research, and science for our maritime environment.


Salsa dancing, SCUBA diving, sailing, SUP, and kayaking. Anything under the water and on top of the water!

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.